Sat.Oct 05, 2024

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Schedule for Week of October 6, 2024

Calculated Risk

The key economic report this week is September CPI. Other key indicators include September PPI and the August trade deficit. -- Monday, October 7th -- No major economic releases scheduled. -- Tuesday, October 8th -- 6:00 AM: NFIB Small Business Optimism Index for September. 8:30 AM: Trade Balance report for August from the Census Bureau. The consensus is for the deficit to be $71.4 billion in August, from $78.8 billion in July.

Economics 162
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Secondary Stock Sales: A Guide for Startup Employees Looking to Sell Private Company Stock

Harness Wealth

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. Before attempting a secondary sale, employees should review their stock option agreement or stock purchase agreement to understand any restrictions as some companies impose limits on how employees can sell their shares.

Startup 52
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Real Estate Newsletter Articles this Week: Freddie Mac House Price Index Increased Slightly in August

Calculated Risk

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • FHFA’s National Mortgage Database: Outstanding Mortgage Rates, LTV and Credit Scores • Moody's: Apartment Vacancy Rate Unchanged in Q3; Office Vacancy Rate at Record High • Freddie Mac House Price Index Increased Slightly in August; Up 3.7% Year-over-year • Asking Rents Mostly Unchanged Year-over-year • Final Look at Local Housing Markets in August and a Look Ahead to September Sales This is usually publi

Sales 147
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Three Things – Weekend Reading

Discipline Funds

Here are some things I think I am thinking about this weekend: 1) Pension Funds Underperforming the S&P 500. Here’s an article criticizing the poor returns in the San Francisco pension system. The fund has a target return of 7.5%, but has only hit that target in 5 of the last 10 years. Given San Francisco’s budget woes there has been some questioning of this allocation.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Why The Hell Anyone Would Want To Buy That Fund?

Random Roger's Retirement Planning

We have a couple of different things to look at today starting with a paper from Cliff Asness. The high level idea was to explore whether markets have become less efficient despite how much more quickly information moves. Things like indexing create a headwind to market efficiency, not I am not saying indexing is the equivalent of Marxism like Alliance Bernstein said a few years ago but I think it fair to conclude that the perpetual tidal wave of 401k contributions and other money flowing into t

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The One Lesson: Michael Mauboussin & Base Rates

Validea

Michael Mauboussin on the importance of base rates in investing and life. Follow Excess Returns on TikTok to hear top investing lessons from top investors, market experts and thought leaders. Follow Excess Returns on TikTok @excessreturnspodcast Michael Mauboussin on the importance of base rates in investing and life. investing stocks #theonelesson ♬ original sound – Excess Returns – Excess Returns The post The One Lesson: Michael Mauboussin & Base Rates appeared first on Validea

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • After Shark Tank, Mark Cuban Just Wants to Break S**t—Especially the Prescription Drug Industry : The billionaire is done with his hit TV show, but he’s still invested in fighting pharma’s middlemen, being a dad, and needling Elon Musk. ( Wired ) • Is the World Really Running Out of Sand?

Nonprofit 162
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The Great American Road Trip

Advisor Perspectives

As we look at today’s economy and financial markets, we are at a crossroads: Will it be a long straight highway to a soft landing, or will it be a bumpy road to recession?

Economy 52
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Transcript: Kyla Scanlon

The Big Picture

Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. 00:00:09 [Speaker Changed] This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:15 [Speaker

Economy 162
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Strong Jobs Report Takes Pressure Off Fed for Next Meeting

Advisor Perspectives

Surprisingly strong hiring in September has taken pressure off the Federal Reserve by reducing worries over the US labor market, giving policymakers room to continue cutting interest rates at a more gradual pace in coming months.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Saturday links: on-demand transport

Abnormal Returns

Autos Why self-driving cars will eventually become mundane. (allenpike.com) Waymo is going to buy US-made Hyundai EVs. (bloomberg.com) The biggest barrier to EV adoption is charging. (sherwood.news) Bi-directional charging is a big feature of EVs. (theatlantic.com) What is 'restomodding'? (gq.com) Transport Toyota ($TM) is inesting $500 million in Joby Aviation ($JOBY).

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Dollar Set for Best Week in Two Years as Big Fed Cut Bets Erased

Advisor Perspectives

The dollar is about to notch its best week in two years. Geopolitical unrest, the odds of lower borrowing costs overseas and a resilient US economy are all spurring the world’s reserve currency higher.

Economy 52
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Worried About Market Volatility? Try This Equity ETF

Advisor Perspectives

Investors can use this Natixis ETF to lock in robust income and capital appreciation, while generating security against equity volatility.

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An Active Approach to Target Maturity

Advisor Perspectives

Investors have been embracing actively managed fixed income ETFs in 2024. The latest suite of active ETFs to catch my eye are from State Street Global Advisors.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Meta Unveils AI Video Generator, Taking On OpenAI and Google

Advisor Perspectives

Facebook parent Meta Platforms Inc. debuted a new artificial intelligence tool that can generate or edit videos based on a simple text prompt, elevating competition with rivals like OpenAI and Google in the race to develop the world’s most advanced AI technology.

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